Steve Fang

VP - Financial Consultant

+1 408-209-4064

Financial credentials

  • Series 7 Securities License
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • VP Senior Premier Relationship Manager, BMO, 2024-2025
  • Financial Representative, Fidelity Investments, 2023-2024
  • Banker, J.P. Morgan Chase, 2021-2023

Education

  • BS, Finance, SJSU

Personal interests and affiliations

  • US Army Veteran

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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